Cannot edit firm with create relationship job checked if Relationship Job Template empty

This section provides information on a validation error.

Workflow Table Type Description Workflow Conditions
Firm Change Relationship Job Template is required to create relationship job (Change) ClientCustomTabFields.CustCreateRelationshipJob equals Y AND

ClientCustomTabFields.CustCreateRelationshipJob has changed

Action Description Action Conditions
Validate

Error

Relationship Job Template is required to create a relationship job. ClientCustomTabFields.CustRelationshipJobTemplate empty